Lotus Asset Management Limited Liability Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$120,320,393
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
116
25% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
116
Very HighAverage account size
$1,037,245
About
Lotus Asset Management provides comprehensive financial advisory and financial planning to individuals, high‑net‑worth clients, and charitable organizations. Its services include discretionary portfolio management, ongoing financial planning, due diligence and monitoring of alternative and private investments for accredited investors, and held‑away account management.
The firm documents client objectives and risk tolerances in an Investment Policy Statement and tailors model portfolios and asset allocation accordingly, generally managing accounts with discretionary authority. Its investment process draws on fundamental, technical, quantitative and modern portfolio theory analyses and employs active strategies that can include long‑ and short‑term trading, margin, short sales, and options trading, alongside specialized digital‑asset analysis.
Distinctive features noted in the brochure include advice on buying and selling digital assets via Interactive Brokers’ platform with Paxos Trust providing virtual‑currency services, and use of on‑chain, protocol adoption, and staking metrics in its digital‑asset work. The firm also conducts formal due diligence on alternative/private investments and recently transitioned to SEC registration while removing a previously offered wrap fee program from its advisory offerings.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
Financial Planning fixed fees between $3,000 and $75,000, negotiable.
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $100,000,000: 0.50%
Account minimum: $500,000 (may be waived at discretion) Minimum fee: A $15,000 minimum annual fee applies for Comprehensive Financial Advisory Services. Clients whose assets do not meet a $15,000 minimum from an AUM-based fee will be charged the $15,000 annual baseline fee.
Main office location
Lotus Asset Management Limited Liability Company
Nashville TN, United States
Number of offices
1
Most active in
Lotus Asset Management Limited Liability Company has reported serving >5 clients in these states in the last 12 months.
California · District of Columbia · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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